Healthcare · Compliance & Ops

Provider Panel Capacity & New Patient Cutoff Management

Manage which providers are open vs. closed to new patients accurately.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Agent checks each provider's current panel status — open, limited, closed — before offering a booking.
  2. Offers an alternative open provider or waitlist option if the requested provider's panel is closed.
  3. Notifies practice management when a provider is approaching their panel capacity threshold.
  4. Updates panel status in real time as it changes.

Data sources

EHR panel size/capacity data Provider capacity thresholds

What it targets

  • New patient bookings matched to an open panel Target 100%
  • Overbooked-panel incidents Target 0